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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,325 | $67,166-23.6% | $57,356-10.5% | $55,191-7.0% |
| Participation rate | 97.1% | 77.7%+19.4pp | 75.1%+22.0pp | 69.2%+27.9pp |
| Annual return | 2.36% | 4.22%-1.9pp | 24.41%-22.1pp | 10.78%-8.4pp |
| Employer contribution / active EE | $1,417 | $2,812-49.6% | $2,689-47.3% | $1,899-25.4% |
| Participant deferral / active EE | $2,433 | $2,835-14.2% | $3,162-23.0% | $3,046-20.1% |
| Admin fee / account holder | $0 | $44-100.0% | $3,357-100.0% | $91-100.0% |